Physician Wealth Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$198K Hold
2025
Q2
$194K Sell
2025
Q1
$177K Sell
2024
Q4
$177K Sell
2024
Q3
$288K Buy
2024
Q2
$215K Sell
2024
Q1
$202K Buy
2022
Q1
Sell
2021
Q4
$221K Buy